Global X Funds - FINX

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$93.57M

QoQ value delta ($000)

-$4.465M (-4.55%)

Implied price effect (QoQ)

-12.15%

Total shares

3,180,839

QoQ shares delta

+253,045 (+8.64%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 16 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	20,706	703,586	0.0%
LPL Financial LLC	8,778	298,280	0.0%
MORGAN STANLEY	7,862	267,156	0.0%
AMERIPRISE FINANCIAL INC	4,743	161,182	0.0%
UBS Group AG	4,176	141,900	0.0%
Blue Sky Capital Consultants Group, Inc.	4,121	140,036	1.79%
Gerber Kawasaki Wealth & Investment Management	3,850	130,823	0.13%
RAYMOND JAMES FINANCIAL INC	3,282	111,521	0.0%
Mirae Asset Global Investments Co., Ltd.	2,648	90,000	0.01%
WELLS FARGO & COMPANY/MN	2,589	87,976	0.0%
ENVESTNET ASSET MANAGEMENT INC	2,576	87,537	0.0%
Cetera Investment Advisers	2,515	85,471	0.0%
Stamos Capital Partners, L.P.	1,929	65,569	0.31%
FLOW TRADERS U.S. LLC	1,653	56,167	0.05%
Moran Wealth Management, LLC	1,542	52,415	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,333	45,301	0.0%
AAFMAA Wealth Management & Trust LLC	1,190	40,442	0.47%
CreativeOne Wealth, LLC	1,134	38,564	0.03%
Cambridge Investment Research Advisors, Inc.	1,110	37,708	0.0%
Phoenix Wealth Advisors	1,034	35,159	0.4%
CITIGROUP INC	1,018	34,623	0.0%
HighTower Advisors, LLC	977	33,203	0.0%
ROYAL BANK OF CANADA	969	32,924	0.0%
Sanctuary Advisors, LLC	949	32,267	0.01%
Farther Finance Advisors, LLC	882	29,977	0.01%